WBI Investments’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$928K	Buy	+8,944	New	+$928K	0.24%	123
2014 Q4	–	Sell	-66,045	Closed	-$2.07M	–	223
2014 Q3	$2.07M	Buy	+66,045	New	+$2.07M	0.06%	124